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A Death in the Family

Plan ahead so your loved ones don't get stuck with a big tax bill.

 

A New Birth

A new bundle of joy?

 

Adrift in Taxes

Taxes are complicated. Asking for help is not. Call for an appointment.

 

Five Retirement Mistakes

5 retirement mistakes that can cost you big $$

 

Getting Divorced

Getting divorced? All assets are not created equal.

 

Going to College

Plan for college and navigate the different savings options.

 

Guess Who Promoted Filing Taxes?

Quiz: Which famous character made tax filing popular?

 

Illegal Income Becomes Taxable

Quiz: Has illegal income always been taxable?

 

Life Events Matter...to the Taxman!

Big life events change your tax situation greatly.

 

Look Back: The 1913 Tax Return

Quiz: What was the tax rate on the 1913 tax return?

 

Marriage

Wedding bells? Be prepared for the gift of married filed jointly.

 

Puppies or Taxes?

Taxes are complicated. Asking for help is not. Call for an appointment.

 

Puppies to the Rescue

Taxes are complicated. Asking for help is not. Call for an appointment.

 

Retirement

Is your retirement tax efficient?

 

Tax Headaches

Taxes are complicated. Asking for help is not. Call for an appointment.

 

The Birth of Income Tax

Quiz: When was federal income tax introduced?

 

The Highest Tax Rate Ever!

Quiz: What administration imposed the highest tax rate?

 

The IRS is Knocking

Is the IRS knocking?

 

The Initial Tax Rates

Quiz: What was the first income tax rate?

 

The Top 4 Reasons You Need Help

Why do you need a tax professional?

 

What All Great Businesses have in Common

What do all great businesses have in common?

 

Why do you need a Tax Professional?

Why do you need a tax professional?

 

Your Home

Thinking of buying or selling your home?

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